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Workflow Action: Update Conversation AI Bot and Status – BizStackPro Help

Workflow Action: Update Conversation AI Bot and Status

Automatically assign a Conversations AI bot to a contact and control whether the bot is Active or Inactive—perfect for timed pauses, handoffs, and channel-specific automation.

What This Workflow Action Does

The Update Conversation AI Bot and Status action lets you:

  • Assign a specific bot to a contact (or keep the current assignment).
  • Set the bot status to Active or Inactive.
  • Optionally re-activate a bot automatically after a chosen time period.

Why it matters: This makes it easy to pause bots during sensitive moments (like handoffs to a human), then automatically turn them back on later—without manual changes.

Step-by-Step Setup

  1. Go to AutomationWorkflows and open (or create) a workflow.
  2. Click + to add a new action step.
  3. Search for Update Conversation AI Bot and Status and select it.
  4. Select the bot you want to assign (or choose Keep Same if you only want to change status).
  5. Choose the status: set to Active or Inactive.
  6. If you set it to Inactive, configure a reactivation window:
    • Reactivation Time: Example: 24
    • Reactivation Unit: Minutes / Hours / Days
  7. Save your workflow and test it using the same channel your contacts will use (SMS, Messenger, Live Chat, etc.).

Pro tip: If you want different bots assigned for different outcomes, place this action inside If/Else branches so the workflow selects the right bot based on tags, channel, or intent.

Use Triggers to Assign Bots Dynamically

This action becomes powerful when paired with triggers + filters. Examples:

  • Customer Replied (choose the channel, then assign a bot built for that channel)
  • Form Submitted (tag the contact, then assign a “new lead” bot)
  • Payment Received (assign an onboarding bot, then set status Active)

Channel-Specific Notes

  • Bot channels must be enabled: If the bot isn’t enabled for the contact’s channel, the action won’t work as expected.
  • Multiple channels: Use branching if you want to assign different bots for SMS vs Messenger vs Live Chat.
  • Keep Same option: Useful when you only want to change status (pause/resume) without switching bots.

Heads up: This action applies immediately when the workflow reaches the step (it doesn’t wait until a conversation ends).

Real-World Use Cases

  • Tag-based assignment: When a contact is tagged Call Booked, assign a booking-support bot.
  • SMS engagement: On an SMS reply, assign an SMS-optimized bot and set it Active.
  • Payment automation: After purchase, assign an onboarding bot and keep it Active for 7 days.
  • Human handoff: When a contact requests a human, set the bot Inactive for 24 hours (then auto-reactivate).

Want to use AI bots + workflows together?

BizStackPro lets you combine workflows, conversations, and AI so you can automate follow-ups, pause bots during handoffs, and re-activate them on your schedule.

Frequently Asked Questions

Can I assign multiple bots to one contact?

No. Only one bot can be assigned per workflow action. Use separate workflows or If/Else branches for different bots.

What happens if the assigned bot’s channel is disabled?

The action won’t execute as expected for that channel. Make sure the bot has that channel enabled.

Can I use conditional logic to assign bots?

Yes. Use branching to assign different bots based on tags, triggers, pipeline stages, or other criteria.

How do I check which bot is assigned to a contact?

Open the contact record and review the conversation area where bot assignment is shown.

Can I update the bot’s status manually?

Yes, but workflows automate it so your bot activation rules stay consistent.

Keep Bots Active Only When You Want

Assign the right bot, pause it during sensitive moments, and automatically reactivate it later—so your customer experience stays smooth and intentional.

✅ View Plans & Features

Assign • Pause • Reactivate

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